Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcel? Claim Your ProfileMarcel Draper is a financial advisor with Charles Schwab & CO., Inc. Marcel has been in the industry since 2002. Marcel has a Series 7, Series 9, Series 10, Series 63, and SIE license and has experience working with J.P. Morgan Securities LLC, Capital One Investing, LLC, J.P. Morgan Clearing Corp., MESIROW FINANCIAL, INC., and TD WATERHOUSE INVESTOR SERVICES, INC.. Currently, Marcel is registered in Texas and is located in Westlake.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
12/14/2021 - Present
Charles Schwab & CO., Inc. (Westlake TX)
NY
06/23/2020 - 11/05/2021
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
TX
05/24/2017 - 02/12/2019
CAPITAL ONE INVESTING, LLC (Plano TX)
NY
10/01/2016 - 04/25/2017
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
06/17/2014 - 10/01/2016
J.P. MORGAN CLEARING CORP. (BROOKLYN NY)
DE
02/16/2016 - 07/26/2016
J.P. MORGAN SECURITIES LLC (NEWARK DE)
IL
10/01/2012 - 06/17/2014
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
04/17/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
12/20/2000 - 02/01/2006
MESIROW FINANCIAL, INC. (CHICAGO IL)
NE
07/12/1999 - 12/08/2000
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BC
Issued 07/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/27/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/06/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Marcel Draper is the right advisor for you? Invested Better is here to help.
